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Business Intelligence

Make charts and graphs out of your quotes to track your progress

Joe Marris avatar
Written by Joe Marris
Updated over 2 years ago

Whether you are managing an office or just want to track your own progress, our business intelligence dashboard allows you to create charts and graphs, breaking down your quotes by mode, customer, quote status and more. Check our quick two-minute video on how to set up your dashboard. The best part is that once set up, the graphs automatically update every time you log on.

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